Exercise - Add the engineering product to a sales order


The product can now be sold to a customer. To add the product to a sales order, follow these steps.

  1. Go to Sales and marketing > Sales orders > All sales orders.

  2. On the Action Pane, select New.

  3. In the Create sales order dialog box, set the Customer account field to US-002, and then select OK.

  4. The new sales order is opened. On the Sales order lines FastTab, add a row, and set the Item number field to Z0001 for it.

  5. On the Action Pane, select Save. You receive a warning message that informs you that the item has a status of Prototype. However, because the message is just a warning, the sales order was still created.

    A sales order for an engineering product.